Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

Customer relationship management (CRM) software is a set of tools that help businesses track and manage customer interactions. The best CRM software can help businesses to better understand their ...

Customer relationship management (CRM) software is a business tool used to organize and automate data in a handy all-in-one hub for your team to use. That’s right, you can ditch the file cabinets and ...

Choosing a CRM for your small business can feel daunting, with many options and factors to consider. However, if you follow a few best practices, the process can be straightforward and productive — ...

Rocket CRM announced today the launch of a partnership designed to provide integrated marketing automation and seamless CRM ...

Marketing, sales, and customer service teams require accurate, up-to-date information for effective interactions with leads and clients. However, updating records is challenging and time-consuming if ...

The customer relationship management (CRM) software market is on an impressive growth trajectory, with projections indicating a leap to over $48 billion in revenue by the end of 2024. This upward ...

From small local businesses to international conglomerates, the importance of managing customer relationships is something every business owner and manager knows. While small businesses might not be ...

One of the best ways for a business to keep track of communications with customers and potential customers is by using a Customer Relationship Manager (CRM) program. This type of software, available ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. Recently, one of the providers of ...

CRM software giant Salesforce (NYSE:CRM) will be reporting earnings this Wednesday after market hours. Here’s what you need to know. Salesforce beat analysts’ revenue expectations by 0.8% last quarter ...

There are many ways to make a bad technology decision for a customer relationship management (CRM) system, but only a few ways to make a good one. More often than anyone would like to admit, the ...